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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 19, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
305
+5 vs. Q1 2023
Portfolio value
$350.1M
+$17.7M (+5.3%) vs. Q1 2023
Filed
Jul 19, 2023
SEC
Holdings of Cedar Mountain Advisors, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CHKPCheck Point Software Technologies LtdORD38$4.77K<0.1%00.0%UnchangedHistory
First Trust Indxx Innovative Transaction & Process ETF33741X201ETF128$4.92K<0.1%00.0%Unchanged–
Schwab U.S. Large-Cap Growth ETF808524300ETF66$4.95K<0.1%00.0%Unchanged–
FCXFreeport-McMoran IncStock126$5.04K<0.1%00.0%UnchangedHistory
LEVILevi Strauss & CoCL A COM STK350$5.05K<0.1%00.0%UnchangedHistory
PPLIPeople IncCOM NEW81$5.09K<0.1%+43+113.2%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF70$5.29K<0.1%−136−66.0%Reduced–
Schwab U.S. Broad Market ETF808524102ETF105$5.42K<0.1%+1+1.0%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD74$5.59K<0.1%+1+1.4%Added–
iShares Tips Bond ETF464287176ETF53$5.69K<0.1%+1+1.9%Added–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF34$5.77K<0.1%00.0%Unchanged–
TAT&T Inc.Stock384$6.12K<0.1%+53+16.0%AddedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF83$6.24K<0.1%−127−60.5%Reduced–
TREXTrex Co IncCOM96$6.29K<0.1%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN518$6.57K<0.1%+13+2.6%AddedHistory
CEGConstellation Energy CorpStock75$6.87K<0.1%00.0%UnchangedHistory
GFIGold Fields LtdSPONSORED ADR500$6.92K<0.1%00.0%UnchangedHistory
CBChubb LtdStock36$6.93K<0.1%00.0%UnchangedHistory
NVSNovartis AGADR70$7.06K<0.1%−9−11.4%ReducedHistory
AMDAdvanced Micro Devices IncStock65$7.40K<0.1%+5+8.3%AddedHistory
PCGPG&E CorpStock452$7.81K<0.1%00.0%UnchangedHistory
CCICrown Castle Inc.REIT69$7.86K<0.1%00.0%UnchangedHistory
UMCUnited Microelectronics CorpSPON ADR NEW1,000$7.89K<0.1%00.0%UnchangedHistory
TERTeradyne, IncStock71$7.90K<0.1%00.0%UnchangedHistory
iShares Tr464288307MRGSTR MD CP GRW132$8.04K<0.1%00.0%Unchanged–
GLWCorning IncCOM230$8.06K<0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock508$8.46K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock228$8.48K<0.1%00.0%UnchangedHistory
Schwab U.S. Small-Cap ETF808524607ETF194$8.50K<0.1%00.0%Unchanged–
REXRRexford Industrial Realty, Inc.COM163$8.51K<0.1%00.0%UnchangedHistory
EYPTEyePoint, Inc.COM NEW1,000$8.70K<0.1%00.0%UnchangedHistory
TAKTakeda Pharmaceutical Co LtdADR573$9.00K<0.1%00.0%UnchangedHistory
HYTBlackRock Corporate High Yield Fund, Inc.COM1,023$9.13K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock225$9.17K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF53$9.21K<0.1%00.0%Unchanged–
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM768$9.57K<0.1%00.0%UnchangedHistory
MKLMarkel Group Inc.COM7$9.68K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock22$9.69K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock158$10.1K<0.1%00.0%UnchangedHistory
FST Tr New Opport MLP & Ene33739M100COM1,689$10.2K<0.1%00.0%Unchanged–
SPGIS&P Global Inc.Stock26$10.4K<0.1%+26NewHistory
VLOValero Energy CorpStock90$10.6K<0.1%00.0%UnchangedHistory
IPInternational Paper CoCOM336$10.7K<0.1%+5+1.5%AddedHistory
ELEstee Lauder Companies IncCL A56$11.0K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF51$11.2K<0.1%00.0%Unchanged–
ALLAllstate CorpStock104$11.3K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock52$11.5K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock65$11.6K<0.1%+1+1.6%AddedHistory
State Street SPDR S&P Bank ETF78464A797ETF327$11.8K<0.1%+3+0.9%Added–
PXDPioneer Natural Resources CoCOM57$11.8K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock114$11.8K<0.1%+9+8.6%AddedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF261$12.0K<0.1%00.0%Unchanged–
TJXTJX Companies IncStock142$12.0K<0.1%00.0%UnchangedHistory
LINLinde PLCStock32$12.2K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock102$12.2K<0.1%00.0%UnchangedHistory
SIRISirius XM Holdings Inc.COM2,744$12.4K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock51$12.6K<0.1%+1+2.0%AddedHistory
iShares Tr4642886613 7 YR TREAS BD111$12.8K<0.1%00.0%Unchanged–
BLKBlackRock, Inc.COM19$13.1K<0.1%−2−9.5%ReducedHistory
CICigna GroupStock47$13.2K<0.1%00.0%UnchangedHistory
TECKTeck Resources LtdCL B322$13.6K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock301$13.6K<0.1%+1+0.3%AddedHistory
PANWPalo Alto Networks IncStock54$13.8K<0.1%00.0%UnchangedHistory
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM2,740$14.1K<0.1%00.0%UnchangedHistory
PHKPIMCO High Income FundCOM SHS2,854$14.3K<0.1%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A202$14.5K<0.1%+50+32.9%AddedHistory
GRMNGarmin LtdSHS140$14.6K<0.1%+1+0.7%AddedHistory
IBMInternational Business Machines CorpStock109$14.6K<0.1%+1+0.9%AddedHistory
IQVIQVIA Holdings Inc.Stock65$14.6K<0.1%00.0%UnchangedHistory
ONCYOncolytics Biotech IncCOM NEW5,651$14.7K<0.1%00.0%UnchangedHistory
MORNMorningstar, Inc.COM76$14.9K<0.1%00.0%UnchangedHistory
OCOwens CorningStock116$15.1K<0.1%+38+48.7%AddedHistory
OTISOtis Worldwide CorpStock172$15.3K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock86$15.5K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock204$15.6K<0.1%00.0%UnchangedHistory
CRHCRH Public Ltd CoADR295$16.4K<0.1%+295NewHistory
FISVFiserv IncStock134$16.9K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock156$17.1K<0.1%+5+3.3%AddedHistory
CARRCarrier Global CorpStock345$17.1K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock389$17.3K<0.1%+34+9.6%AddedHistory
ADIAnalog Devices IncStock91$17.7K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock1,821$18.2K<0.1%+650+55.5%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF84$18.5K<0.1%+84New–
HONHoneywell International IncCOM91$18.9K<0.1%00.0%UnchangedHistory
BROSDutch Bros Inc.CL A676$19.2K<0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM78$20.7K<0.1%00.0%UnchangedHistory
EAElectronic Arts Inc.COM162$21.0K<0.1%00.0%UnchangedHistory
iShares Tr464287127MORNINGSTR US EQ346$21.1K<0.1%00.0%Unchanged–
ABTAbbott LaboratoriesStock195$21.2K<0.1%+22+12.7%AddedHistory
SCHWSchwab Charles CorpStock391$22.2K<0.1%+216+123.4%AddedHistory
ACNAccenture plcStock73$22.5K<0.1%+4+5.8%AddedHistory
FFord Motor CoStock1,500$22.7K<0.1%00.0%UnchangedHistory
CWCurtiss Wright CorpStock128$23.3K<0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock111$23.4K<0.1%00.0%UnchangedHistory
ATIAti IncStock535$23.7K<0.1%00.0%UnchangedHistory
KMPRKEMPER CorpCOM500$24.4K<0.1%00.0%UnchangedHistory
ProShares Bitcoin ETF74347G440ETF1,497$25.4K<0.1%+35+2.4%Added–
USOUnited States Oil Fund, LPUNITS400$25.4K<0.1%+400NewHistory
FTNTFortinet, Inc.Stock340$25.7K<0.1%00.0%UnchangedHistory
iShares Tr464288760US AER DEF ETF229$26.7K<0.1%00.0%Unchanged–

Sold out since Q1 2023 (12)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
State Street Energy Select Sector SPDR ETF81369Y506ETF450$37.3K<0.1%–
NOGNorthern Oil & Gas, Inc.COM700$21.2K<0.1%History
First Rep BK San Francisco C33616C100COM1,363$19.1K<0.1%–
XMQualtrics International Inc.COM CL A553$9.86K<0.1%History
BTCYBiotricity Inc.Com15,000$6.97K<0.1%History
VXXBarclays Bank PLCIPTH SR B S&P146$6.56K<0.1%History
BYNDBeyond Meat, Inc.COM300$4.87K<0.1%History
Yamana Gold Inc98462Y100COM404$2.36K<0.1%–
MDLZMondelez International, Inc.Stock19$1.32K<0.1%History
DEODiageo PLCSPON ADR NEW6$1.09K<0.1%History
PMPhilip Morris International Inc.Stock10$973<0.1%History
TRVNTrevena IncCOM NEW91$64<0.1%History